SPC
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Sigma Planning Corp’s Moelis & Co MC Stock Holding History

Sigma Planning Corp’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,045
Closed -$386K – 1305
2023
Q1 		$386K Sell
10,045
-106
-1% -$4.55K 0.01% 911
2022
Q4 		$390K Buy
10,151
+579
+6% +$23.5K 0.01% 865
2022
Q3 		$324K Sell
9,572
-1,330
-12% -$55.7K 0.01% 920
2022
Q2 		$429K Sell
10,902
-10,342
-49% -$451K 0.02% 817
2022
Q1 		$997K Buy
21,244
+6,482
+44% +$337K 0.03% 537
2021
Q4 		$923K Buy
14,762
+3,254
+28% +$218K 0.03% 582
2021
Q3 		$712K Sell
11,508
-25
-0.2% -$1.5K 0.02% 667
2021
Q2 		$656K Buy
11,533
+3,184
+38% +$173K 0.02% 719
2021
Q1 		$458K Buy
+8,349
New +$447K 0.01% 798

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